Capture high-quality leads from every digital touchpoint and seamlessly route them into your CRM for real-time engagement and tracking. With Zoho Social, you can connect your Facebook, Instagram, LinkedIn, and X (formerly Twitter) accounts to identify and capture leads from social media interactions, promotions, and direct messages.

Use Zoho Campaigns to build targeted email lists, launch automated email journeys, and track campaign performance directly within your CRM ensuring lead activity is visible and actionable by your sales team.

Easily integrate your website with Zoho Forms to auto-create leads, contacts, or support cases from inquiry forms, quote requests, and newsletter sign-ups. Deploy Zoho SalesIQ to add a live chat experience to your site, allowing visitors to ask questions and engage in real time, while automatically capturing their activity, location, and chat history into the CRM record.

Sales and marketing teams can also manually input leads, import them in bulk from CSV files, or sync them from external platforms.

Track ROI across digital advertising efforts by linking Google Ads and Meta Lead Ads directly to your CRM. As deals close, campaign performance is tied to actual revenue enabling clear visibility into which channels drive profitable growth.

Unify your customer data, sales pipeline, vendor records, and inventory management in a single, intelligent platform with Zoho CRM. Gain complete visibility into every relationship with real-time updates across departments and channels.

For businesses with longer sales cycles or complex qualification processes, the Leads module enables your team to nurture prospects until they are ready to convert. Once qualified, leads are seamlessly transformed into accounts and contacts, with active deals assigned and tracked through a visual sales pipeline. Every stage of the deal, from proposal to close, is monitored and reflected in real time, with revenue automatically recorded in your Zoho Books account for accurate financial reporting.

For companies focused on transactional sales or service-based interactions, Zoho CRM also supports fast quoting and billing. Generate estimates, sales orders, and invoices directly from a customer’s profile. Product SKUs, service items, and pricing data are preloaded and synchronized with Zoho Books, minimizing manual entry and ensuring financial accuracy.

Enhance team communication with built-in CRM chat or fully integrated company-wide messaging via Zoho Cliq. Boost performance and engagement using Zoho Motivator, which gamifies key metrics and encourages healthy competition across your sales organization.

Whether managing enterprise accounts or high-volume retail, Zoho CRM provides the flexibility, automation, and insight needed to strengthen every relationship and streamline every process.

Zoho Books is a comprehensive cloud-based accounting solution that seamlessly integrates with Zoho CRM and Zoho Inventory, enabling businesses to manage finances, sales, and operations from a single, connected ecosystem. Link your business bank accounts and credit cards to automatically reconcile transactions, track expenses, and maintain accurate financial records in real time. Even without bank integration, Zoho Books captures and records top-line revenue directly from your CRM and invoicing workflows.

Collect payments faster by embedding Zoho Payments into your email invoices, allowing customers to pay by credit card or ACH. As soon as a payment is received, it is reflected in your accounting records, eliminating manual entry and improving cash flow visibility.

To take your financial and operational insights further, Zoho Analytics offers a powerful business intelligence platform that connects data across all your Zoho applications, including CRM, Books, Inventory, and beyond. Build custom dashboards, automate performance reports, and blend data from third-party sources like Google Analytics, advertising platforms, and internal databases. With real-time analytics at your fingertips, decision-makers can monitor KPIs, forecast trends, and drive strategy with confidence.